See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,492 | $58,512-8.6% | $84,015-36.3% | $72,985-26.7% |
| Participation rate | 64.5% | 61.2%+3.3pp | 69.0%-4.5pp | 69.5%-5.0pp |
| Annual return | 29.88% | 28.93%+1.0pp | 71.31%-41.4pp | 81.00%-51.1pp |
| Employer contribution / active EE | $757 | $1,163-34.9% | $1,983-61.8% | $2,440-69.0% |
| Participant deferral / active EE | $2,783 | $2,394+16.2% | $3,239-14.1% | $3,607-22.9% |
| Admin fee / account holder | $2,200 | $4,569-51.8% | $6,101-63.9% | $5,124-57.1% |